Salesforce + Pandadoc + Lists integration

Use Autopilot to create journeys that use the Salesforce, Pandadoc and Lists integrations.

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Marketing Automation ideas to integrate Salesforce, Pandadoc and Lists.

Pandadoc Document Status Change to Remove From List to Set Salesforce Campaign Member Status

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Pandadoc Document Status Change to Add to List to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Check Pandadoc Status to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Check Pandadoc Status to Remove From List

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Pandadoc Document Status Change to Update Salesforce Field to Remove From List

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Pandadoc Document Status Change to Check Lead Status to Add Salesforce Task

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Pandadoc Document Status Change to Add to List to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Send Pandadoc Document to Add to List

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Salesforce Campaign Trigger to Check Pandadoc Status to Assign Salesforce Lead to Group

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Pandadoc Document Status Change to Add to List to Assign Salesforce Lead

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Salesforce Field Changed to Send Pandadoc Document to Add Salesforce Task

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Pandadoc Document Status Change to Remove From List to Create Salesforce Opportunity

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Pandadoc Document Status Change to Create Salesforce Opportunity to Add to List

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send Pandadoc Document

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Pandadoc Document Status Change to Is on List or Segment to Update Salesforce Field

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Salesforce Field Changed to Send Pandadoc Document to Remove From List

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Removed From List to Check Pandadoc Status to Add Salesforce Task

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Salesforce Field Changed to Update Salesforce Field to Send Pandadoc Document

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Pandadoc Document Status Change to Set Salesforce Campaign Member Status to Remove From List

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Pandadoc Document Status Change to Is on List or Segment to Assign Salesforce Lead to Group

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Showing 20 journey ideas for Salesforce, Pandadoc and Lists

About the Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

About the Pandadoc integration

Automatically send documents based on actions people take in the customer journey with Pandadoc and Autopilot. Easily follow up eSignatures status changes including after the document is successfully complete. Pandadoc streamlines the way your team creates, sends, and tracks sales documents so you can close more deals faster.

About the Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Pandadoc integration and the Lists integration.

Journey Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

Journey Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
Send Pandadoc Document
Sends a Pandadoc document to the user in the journey.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce, Pandadoc and Lists.